
Lead Bookkeeper with US Tax Compliance Expertise
1 day ago
We are seeking a detail-oriented and empathetic Bookkeeper with expertise in US tax filing and exceptional client communication skills.
Key Responsibilities:- Client Communication: Provide exceptional customer service by responding to client inquiries via email, phone, and chat
- Account Management: Manage client accounts through file management systems, ensuring all documents are organized and readily available for tax filings
- Document Assistance: Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs
- Meeting Coordination: Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations
- Tax Preparation Pipeline: Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner
- Bookkeeping Tasks: Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management
- Tax Communications: Manage communications for tax projections, extensions, and the filing of returns
- Support for Tax Preparers: Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly
The ideal candidate will possess strong organizational and time management skills, along with attention to detail and accuracy in financial record-keeping.
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